Posted by on September 10, 2020 — Updated on June 19, 2025
Here’s how to set up automatic scoring on an assessment using our Assessment Software.
Starting from the “Account” tab of your Dashboard, follow the step-by-step instructions below.
In the Account tab, click on the “Assessments” option in the left sidebar.
In the Assessments tab, select an existing assessment or create a new one, then click “Edit” in the Actions column.
Check the “Score this assessment?” box in the “Details” tab.
NOTE: You do NOT need to enter anything in the “Assessment Formula” field unless you want to customize the default method for scoring the assessment. We don’t recommend customizing scoring unless you are an advanced user!
For example, add the dropdown and checkbox questions you want included in the scoring.
Assign point values to the field options you selected. Then, click “Save Assessment” to save your changes.
Now that you know how to set up automatic scoring, your assessments will return weighted results based on client answers!